DF
WES icon

Donoghue Forlines’s Western Midstream Partners WES Stock Holding History

Donoghue Forlines’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,898
Closed -$264K – 278
2024
Q3 		$264K Buy
+6,898
New +$272K 0.08% 204
2024
Q2 		– Sell
-14,339
Closed -$510K – 267
2024
Q1 		$510K Sell
14,339
-4,170
-23% -$129K 0.15% 162
2023
Q4 		$542K Sell
18,509
-592
-3% -$16.5K 0.17% 156
2023
Q3 		$520K Buy
19,101
+2,050
+12% +$55.6K 0.19% 152
2023
Q2 		$452K Sell
17,051
-5,554
-25% -$146K 0.14% 142
2023
Q1 		$596K Sell
22,605
-1,035
-4% -$27.8K 0.21% 120
2022
Q4 		$635K Buy
23,640
+11,613
+97% +$313K 0.22% 142
2022
Q3 		$303K Sell
12,027
-19,309
-62% -$516K 0.11% 168
2022
Q2 		$762K Sell
31,336
-5,038
-14% -$129K 0.2% 125
2022
Q1 		$917K Buy
36,374
+5,409
+17% +$133K 0.2% 153
2021
Q4 		$690K Buy
+30,965
New +$662K 0.12% 193

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Donoghue Forlines's WES Position: Q4 2024 in Review

Donoghue Forlines sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 6,898 shares — an estimated $264K sold.

Donoghue Forlines first reported a position in WES in Q4 2021 and held it in 11 quarters. The position peaked at $917K in Q1 2022. 274 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Donoghue Forlines reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 6,898 Western Midstream Partners shares in Q4 2024, an estimated $264K.
  • Donoghue Forlines first reported a position in Western Midstream Partners in Q4 2021 and held it in 11 quarters.
  • Donoghue Forlines's Western Midstream Partners position peaked at $917K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.